161
161
Dec 6, 2012
12/12
by
CNBC
tv
eye 161
favorite 0
quote 0
and will start taking share in china, all the big carriers will be selling it and an omg product might be on the way. the market capitalization will still be outsized versus the rest of the market and that i don't like. there's nothing you can do about the rest of the market, right? as we settled three times today, if you want to measure the selloff here, use the 12 days of christmas approach. three nikes, four price lines, eight dells, nine coaches, ten may cy's, 11 ralph laurens, 12 mattells and a partridge and pear tree and it's still a $1 billion company. it goes down $100 billion in cash and plus it's growing. the price to earnings multiple, the apples to apples method so to speak will be the lowest in the whole s&p 500. that can and is happening. valuation will get so cheap that apple will be too compelling for informed people not to own. the company's not going to sell through all of the cash and respective cash and this company is one gigantic atm machine. and guess what? the chart with the nauseating terminology will be meaningless at that point. the technology, not the techni
and will start taking share in china, all the big carriers will be selling it and an omg product might be on the way. the market capitalization will still be outsized versus the rest of the market and that i don't like. there's nothing you can do about the rest of the market, right? as we settled three times today, if you want to measure the selloff here, use the 12 days of christmas approach. three nikes, four price lines, eight dells, nine coaches, ten may cy's, 11 ralph laurens, 12 mattells...
113
113
Dec 10, 2012
12/12
by
FBC
tv
eye 113
favorite 0
quote 0
advantageous platform for manufacturing other than for china. stuart: do you think many of these jobs will come back, many of them will come back to america? >> many of them will come back to the u.s. austin consulting group says in 2015 you'll see seven industries it will be cheaper to manufacture in the u.s. than china and all sorts of manufacturing deals here. >> what. >> transportation costs are lower. delivery to market is slashed. energy prices are much cheaper. your work force is more productive and less likely to go out on strike. stuart: wait, wait a minute. the work force in america is more productive and less likely to go on strike than china, is that right? >> in china you have one wild cat strike after another, and suicide. and they make the products for apple said 10,000 robots and in 2014 one million. wh you have robot production, that minimizes china's cheap labor. and in california where they have facilities with robots it's just as cheap orrer than a robot in shin sheng. you wait a minute how come you're so wrong, china hasn't
advantageous platform for manufacturing other than for china. stuart: do you think many of these jobs will come back, many of them will come back to america? >> many of them will come back to the u.s. austin consulting group says in 2015 you'll see seven industries it will be cheaper to manufacture in the u.s. than china and all sorts of manufacturing deals here. >> what. >> transportation costs are lower. delivery to market is slashed. energy prices are much cheaper. your...
240
240
Dec 11, 2012
12/12
by
CNBC
tv
eye 240
favorite 0
quote 0
and the non china business. and they reiterated their positive use on the stock. $17 what the stock is now. so now you know what we've got. we have a genuine home spun face off. with a pack of bears duking it out against a whole posy of bulls. which group is right about young? sell sell sell. we know the business is turned around. taco bell, haven't been there lately? hearing good things. all of the over seas business is still growing like crazy. the chinese business is so big that it accounts for 49% of the company's profits. the latest decline of the same store sales is permanent. they got sick of kentucky fried chicken and pizza hut. it seems as if the colonel may have gotten busted down to private. and i'm calling it a bump but a severe bump in the road. it is true that they are facing pressure. the so called tier one cities. 4% decline in sales is not a good thing. and there is no doubt new found competition among chicken houses. however, young is dealing, you know with the first issue by shifting emphasis
and the non china business. and they reiterated their positive use on the stock. $17 what the stock is now. so now you know what we've got. we have a genuine home spun face off. with a pack of bears duking it out against a whole posy of bulls. which group is right about young? sell sell sell. we know the business is turned around. taco bell, haven't been there lately? hearing good things. all of the over seas business is still growing like crazy. the chinese business is so big that it accounts...
169
169
Dec 7, 2012
12/12
by
KTVU
tv
eye 169
favorite 0
quote 0
starbucks is not slowing down in china. we see slowdown in china from yum! brands. we also see it from tiffany's. starbucks had a very, very good quarter. the stock gapped higher. analyst howard schultz said the right thing, they are not slowing down in china. green mountain i think has problems. they have too much competition. they have a lot of inventory. there is possible accounting. i would not be selling puts in a stock like green mountain, that you could blink your eye, it could be $25 next week. > > it went down from $110. i'm comfortable owning it at a lower level. i think- > > what level? it traded at $29- > > if i buy it at $30, i can live with that- > > it just traded 18 two months ago- but to get back to starbucks, starbucks is going into tea in india. that's big. > round number three: tip top ten. 10 s&p stocks make up 80% of the index climb. is that bullish or bearish for equity markets? > > obviously it is bullish. if you look at what stocks have rallied this year, we talked about it last week, is the banks. the banks have been on fire. apple is one o
starbucks is not slowing down in china. we see slowdown in china from yum! brands. we also see it from tiffany's. starbucks had a very, very good quarter. the stock gapped higher. analyst howard schultz said the right thing, they are not slowing down in china. green mountain i think has problems. they have too much competition. they have a lot of inventory. there is possible accounting. i would not be selling puts in a stock like green mountain, that you could blink your eye, it could be $25...
214
214
Dec 17, 2012
12/12
by
CNBC
tv
eye 214
favorite 0
quote 0
we didn't talk about china at all. china is evidencing, from every angle, a soft landing. >> well, they're not talking about doing any additional big stimulus package? >> they probably don't need to. so we're that going to get acceleration on the other side but we're not going to have this fall, and where is this going to stop? if you have china, okay. the u.s. a little better. europe less bad. it's going to be an okay economic -- >> you get everything you want, fiscal cliffwise and we actually start tackling some of these long-term issues, you know diffident taxes are heading up. what -- is the market spring loaded so that if we get what we want it will be a really solid advance that we get? >> solid, look, joe, and in a muddle through economy solid is only a mid teen number. we're not going to get 30% gain. >> put the two years together we could have 30, if we get some of the things -- >> we had three straight years at 30. >> that was a different world. earnings were higher. they're flagging a bit now. >> if everybod
we didn't talk about china at all. china is evidencing, from every angle, a soft landing. >> well, they're not talking about doing any additional big stimulus package? >> they probably don't need to. so we're that going to get acceleration on the other side but we're not going to have this fall, and where is this going to stop? if you have china, okay. the u.s. a little better. europe less bad. it's going to be an okay economic -- >> you get everything you want, fiscal...
70
70
Dec 26, 2012
12/12
by
CNBC
tv
eye 70
favorite 0
quote 0
it's not in china play. no, they have a small percentage of their sales in china and some tourist business here so you can forget about that, but even if it were, china sales are down. >> and i think we're saying the same thing in essence. my belief is, look, they're coming after this consumer discretionary spending. they came after the luxury end. they came after coach. there's not much juice to squeeze out. on the other side of that that gives the potential for coach to rally. >> i'd rather go to nordstrom. i'd rather play the luxury end. >> why nordstrom? >> i'm not counting on coach and coeurs. the high end consumers, there are have i few places for them to go in terms of broad line. >> the high end consumer rolls over altogether both you guys lose? >> absolutely. what i'm saying is that you're going to lose less. in the luxury space i mentioned before tiffany, i think the benefit that you have with tiffany, this is another name that you could play, is you've got that exposure to the potential recovery i
it's not in china play. no, they have a small percentage of their sales in china and some tourist business here so you can forget about that, but even if it were, china sales are down. >> and i think we're saying the same thing in essence. my belief is, look, they're coming after this consumer discretionary spending. they came after the luxury end. they came after coach. there's not much juice to squeeze out. on the other side of that that gives the potential for coach to rally. >>...
209
209
Dec 17, 2012
12/12
by
CNBC
tv
eye 209
favorite 0
quote 0
and china did 2 million iphone 5s. europe is week. but with demands elsewhere looking healthy, some numbers at least seem to be going apple's way. the question is whether samsung and amazon are meaningfully zapping the apple products. >> all right, jan. thanks so much. >> we've got both sides of that debate right now. the iphone 5's big debut in china is further proof that apple's fundamentals are solid one says. but stewart jeffrey is not sold. he says rivals like google's android are catching up. we were just talking there. jon pointing out the other competition out there. stock down 25% in the last three months. you remain bullish though. why? >> i do. i think a lot of the selling has to do with capital gains taxes. i think it was from the 700 level. and then you had another wave of it with long-term capital gains taxes. fears of that after the election we think caused an issue. we think that's why the stock is down. we still think it's quite solid. >> what about the competitive environment? stewart, that's one you've been looking
and china did 2 million iphone 5s. europe is week. but with demands elsewhere looking healthy, some numbers at least seem to be going apple's way. the question is whether samsung and amazon are meaningfully zapping the apple products. >> all right, jan. thanks so much. >> we've got both sides of that debate right now. the iphone 5's big debut in china is further proof that apple's fundamentals are solid one says. but stewart jeffrey is not sold. he says rivals like google's android...
138
138
Dec 10, 2012
12/12
by
KTVU
tv
eye 138
favorite 0
quote 0
it plans to open 2400 starbucks in china and the u.s. within two years. "overall, there's going to be coffee available. that'll help you on pricing, so it might be a good time to be expanding." starbucks' expansion plans aren't only meared number of shops. in the last 12 months, its acquired juice company evolution fresh, bakery la boulange, and is about to finalize acquisition of tea company teavanna. tensions remain high in michigan's capitol city, where legislation is about to be passed that could weaken the power of unions. protestors are furious. republican lawmakers moved quickly last week to enact "right to work legislation," allowing workers at unionized companies not to pay dues to the union, which reduces bargaining power right in the uaw's own back yard. the measure has already been approved by both chambers of michigan's legislature, and final enactment could take place tomorrow. republican governor rick snyder supports the legislation. if enacted, it would make michigan the 24th state with right-to-work laws. recent strikes at a california sh
it plans to open 2400 starbucks in china and the u.s. within two years. "overall, there's going to be coffee available. that'll help you on pricing, so it might be a good time to be expanding." starbucks' expansion plans aren't only meared number of shops. in the last 12 months, its acquired juice company evolution fresh, bakery la boulange, and is about to finalize acquisition of tea company teavanna. tensions remain high in michigan's capitol city, where legislation is about to be...
219
219
Dec 14, 2012
12/12
by
CNBC
tv
eye 219
favorite 0
quote 0
68
68
Dec 20, 2012
12/12
by
FBC
tv
eye 68
favorite 0
quote 0
there's some decoupling, and given the monetary easing, not only the united states, japan has been easing china has been easing and around the world easing and you would expect the gold to be higher. stuart: you would. paper currencies are not worth what they used to be worth. the euro, for example, the u.s. dollar, for example, the british pound. i mean, this is paper currency under threat. at times like that, you expect gold to go straight up. well, it it had a nice run, but now, even though the fed is printing and printing and printing and the japanese and the europeans join in, the best answer you've got there are more sellers than buyers? >> in terms of monetary easing, the general expectation for inflation down the road. gold would be steady and rising, it's not. that's because gold is now a tradeable asset class. it's no longer a hedge and what it used to be. and the decoupling because they're selling it as they would any stock, etf, or apple. and there are sellers than buyers because of year end sellers and pressure hedge funds have been experiencing and selling off winners. gold is see
there's some decoupling, and given the monetary easing, not only the united states, japan has been easing china has been easing and around the world easing and you would expect the gold to be higher. stuart: you would. paper currencies are not worth what they used to be worth. the euro, for example, the u.s. dollar, for example, the british pound. i mean, this is paper currency under threat. at times like that, you expect gold to go straight up. well, it it had a nice run, but now, even though...
65
65
Dec 28, 2012
12/12
by
CNBC
tv
eye 65
favorite 0
quote 0
all of those things lead us to be believers in the china story. on europe we've been early and big believers in the draghi road map. yes they're in a mild recession. we think they come out of it in the second half. >> which is why i'm going more toward the second half. >> but the debt markets, the sovereign credit markets we think remain stable. and u.s. equities are more correlated to the spanish and italian bond yields than they are to european gdp. we likehe european influence next year. >> let's say your focus is more on the united states right? if you're buying stocks, you believe your thesis that we're going to get to 1550 at a minimum consumer discretionary is tops on your list the second best performing sector this year behind financials. you think that continues to work why? >> we've seen profit taking on the cliff but by the same token this is an area that has the most to gain if we get a cliff deal and that is our base case. we also like industrials. there we don't think the china recovery and the better tone in europe are fully priced.
all of those things lead us to be believers in the china story. on europe we've been early and big believers in the draghi road map. yes they're in a mild recession. we think they come out of it in the second half. >> which is why i'm going more toward the second half. >> but the debt markets, the sovereign credit markets we think remain stable. and u.s. equities are more correlated to the spanish and italian bond yields than they are to european gdp. we likehe european influence...
165
165
Dec 14, 2012
12/12
by
FBC
tv
eye 165
favorite 0
quote 0
is this support provided by china, or is there more of work? >> i think it is china. today here in the u.s. you have no inflation. the fed can't even get more aggressive. they may have to the way things are going, but you're also seeing a return to geopolitical rest. the increased risk that the syrian situation could expand. the u.s. sending missiles and troops to the area does not make oil traders excited, but the other market that was driving today was gasoline. we put on $0.6 a day. on a slew of refinery issues, mainly year in the midwest. if you look at the refinery, a major crude unit that is having a lot of problems with all of -- they push back the time that it can start because of concerns about some fireproofing quoting. some people being sued over this, but it is driving prices higher. the cash market in the gulf, and chicago. good news, natural gas is warm. those level in three months. that's a good way to end the week. ashley: and phil flynn at the cme. thank you, as always. tracy: well, several names reportedly lining of to be a bidder for the twinkie mak
is this support provided by china, or is there more of work? >> i think it is china. today here in the u.s. you have no inflation. the fed can't even get more aggressive. they may have to the way things are going, but you're also seeing a return to geopolitical rest. the increased risk that the syrian situation could expand. the u.s. sending missiles and troops to the area does not make oil traders excited, but the other market that was driving today was gasoline. we put on $0.6 a day. on...
142
142
Dec 5, 2012
12/12
by
CNBC
tv
eye 142
favorite 0
quote 0
this is again china. i don't like it either but china is coming back. >> naz 100 taking on facebook. >> money is an index to the naz 100. people paid for this in premarket. it was a mistake. >> citi thinks limited can do a special div. >> limited has a lot of cash. gap said no yesterday. hurt the stock. >> goldman starts utx neutral. great company. a slap in the face, carl. boom. slap in the face. >> you got that right. what's on "mad" tonight? >> i have been featuring these investment -- look, the etf. i've been feeling they know america. i have to know how bad america is. they do the southeast. great company. >> we've not talked a lot about the cliff today. it's been kind of refreshing. cover of "the washington post" today. why doesn't the market care, right? >> i think the market doesn't understand to some degree. there's a whole new school of thought that says it would be good. another school of thought that says it doesn't matter that much. they created the cliff to be able to drive us into recession
this is again china. i don't like it either but china is coming back. >> naz 100 taking on facebook. >> money is an index to the naz 100. people paid for this in premarket. it was a mistake. >> citi thinks limited can do a special div. >> limited has a lot of cash. gap said no yesterday. hurt the stock. >> goldman starts utx neutral. great company. a slap in the face, carl. boom. slap in the face. >> you got that right. what's on "mad" tonight?...
92
92
Dec 26, 2012
12/12
by
FBC
tv
eye 92
favorite 0
quote 0
david: they are doing gangbusters in china as well, the samsung galaxy is far outpacing the iphone 5 right now. >> what rimm has going for it is they do have 78 million subscribers and they are known for the security. they are known for a compression technologies that make the web surfing faster. if the user experience of blackberry 10 and developers don't get excited about the next platform, then they are toast. david: one thing they have surprised me about iphone or about apple in general, is they haven't taken advantage of the problems that rimm has to get into the business market. they are so focused on getting the new jazzy thing for the consumer, rather than the business user, that they haven't tried to invade that market. does that surprise you? >> yes, to a certain degree. i think mostly on the ipad they are making a lot more inroads than they are with the iphone. iphone is sort of still a back door sort of deployment. i think once -- sort of microsoft might wind up helping apple in the sense that a lot of people think they are developing office for ios. if that comes out, i
david: they are doing gangbusters in china as well, the samsung galaxy is far outpacing the iphone 5 right now. >> what rimm has going for it is they do have 78 million subscribers and they are known for the security. they are known for a compression technologies that make the web surfing faster. if the user experience of blackberry 10 and developers don't get excited about the next platform, then they are toast. david: one thing they have surprised me about iphone or about apple in...
156
156
tv
eye 156
favorite 0
quote 0
china is starting to come back. on the other side of china, we should start to see good rebound. that is the premise. here we are in the united states with one of the best economies in the world getting better and the potential to take them off the rails with the fiscal cliff conversation. liz: more than 200 companies have moved up their dividend of dave. do you have plans to speed up your favorites before the end of the year, andrew? >> we have a very healthy dividend payment. we have what we consider a long-term approach. the short answer is, we are looking at all options. it is doubtful we will do anything. liz: are you in the cheering for you think it will not be as bad if they do not strike a deal? >> there is no business leader out there that is not in the camp of saying if this does not get done, this will be a very negative affect on the u.s. economy. we are in the camp, all of us, working hard to bring that point to both sides of the aisle. i believe that they are hearing that very loudly from many of us in the business community. the hammering out and the public domain
china is starting to come back. on the other side of china, we should start to see good rebound. that is the premise. here we are in the united states with one of the best economies in the world getting better and the potential to take them off the rails with the fiscal cliff conversation. liz: more than 200 companies have moved up their dividend of dave. do you have plans to speed up your favorites before the end of the year, andrew? >> we have a very healthy dividend payment. we have...
170
170
Dec 5, 2012
12/12
by
CNBC
tv
eye 170
favorite 0
quote 0
some of these companies enter into china, enter into india, and you can't just plant a flag. you have to understand the market. it's an exceptional story. >> and for medical? >> this is again because of our ageing market going to be a huge, tremendous growth story over the growth industry over the next 10 to 20 years. >> and she did it without any notes. that's amazing. good job. >> good to see you. thank you so much. we appreciate it. we're in the final stretch of trading. we have a market holding on to gains. 20 minutes before the closing bell sounds. the dow industrial average up 116 points right now. >> citigroup's job cut a big gain for financials today. is citi on the right course right now with these cuts? will the financials lead the market higher or lower this month? we'll look that the coming up. >>> bank of america also up 6% right now. >>> mean while, congress lee leaving for a long weekend. really? yes, they are leaving for a long weekend. they just left. treasury secretary geithner will weigh in exclusively at 4:00 p.m. eastern. [ male announcer ] at scottrade,
some of these companies enter into china, enter into india, and you can't just plant a flag. you have to understand the market. it's an exceptional story. >> and for medical? >> this is again because of our ageing market going to be a huge, tremendous growth story over the growth industry over the next 10 to 20 years. >> and she did it without any notes. that's amazing. good job. >> good to see you. thank you so much. we appreciate it. we're in the final stretch of...
233
233
Dec 29, 2012
12/12
by
CNBC
tv
eye 233
favorite 0
quote 0
i mean, can we be tough or russia because they're less important to us than say, china or saudi arabia? >> i think the russians would like us to be tougher. what is quite interesting is that vladimir putin might have stepped out too far on this issue. there are 600,000 orphans in russia right now which is more than they had during the time of world war ii. now, oftentimes the russians and russian public opinion can be quite anti-american except in this case almost 40% of russians actually support the act which when you consider it it's not a majority, but coming from a country that's often anti-american and public opinion that's really significant. >> when putin was signing the thing he said, so what if the living standards in other countries are better than ours? so what? i don't care. should we all move there? he doesn't really care. >> well, actually what he's touching on is another debate, a demographic debate which he is very worried about that many russians, young russians are leaving the country. russia's population is in decline. what president obama should do is stick to his g
i mean, can we be tough or russia because they're less important to us than say, china or saudi arabia? >> i think the russians would like us to be tougher. what is quite interesting is that vladimir putin might have stepped out too far on this issue. there are 600,000 orphans in russia right now which is more than they had during the time of world war ii. now, oftentimes the russians and russian public opinion can be quite anti-american except in this case almost 40% of russians actually...
266
266
Dec 7, 2012
12/12
by
CNBC
tv
eye 266
favorite 0
quote 0
how good is china? how weak is china. don't worry about it. unit growth coming back. china will follow in terms of same store. the market disagrees. i think the stock is very cheap. it's show me. until we see an inflection point in china, right now people feel like it's gone like this. be careful. yum. >> there are some lonely bulls out there on yum even at these levels. >> i happen to think that the united states could turn. i like the ceo. he's always reacted to whatever is bad. i don't want to write-off yum. i feel like this was so devastating. i got to see something positive before i can come on this show and say buy it. >> how about wsm? >> here's a terrific report. they say the growth story is unappreciated. william sonoma next week pier 1 reports next week restoration hardwa hardware. everything in the house is doing better. possible sandy story. possible employment story. where would those employment numbers be had it not been for sandy? business is real good for ll. no one wants to say our business is great because of sandy because of the loss of life and the
how good is china? how weak is china. don't worry about it. unit growth coming back. china will follow in terms of same store. the market disagrees. i think the stock is very cheap. it's show me. until we see an inflection point in china, right now people feel like it's gone like this. be careful. yum. >> there are some lonely bulls out there on yum even at these levels. >> i happen to think that the united states could turn. i like the ceo. he's always reacted to whatever is bad. i...
132
132
Dec 31, 2012
12/12
by
FBC
tv
eye 132
favorite 0
quote 0
china just, is investing billions of dollars in high-speed rail. what are we doing here in this country? we should be rebuilding america. have more taxpayers and quit putting increased burden on taxpayers. >> then raise the taxes. liz: will we have a deal tonight? >> dennis, raise taxes to pay for it, please. take that position and come out and say raise taxes to pay for it. stop borrowing money to do what you said. liz: representative humans camp will we have a deal? >> no time to finish that. irs moved back withholding tables. there is still a few days. deal that raises taxes increases spending and ignores entitlement reforms i'm a no on any deals. david: no on deals from all three of you guys. wish we had better news to report but happy new year. keep it real at least for the new year. congressman huelskamp, mulvaney and kucinich. liz: thank you for your presence on the show. >> thank you. liz: while the world is watching the clock closely while we face the fiscal cliff deadline, wilbur ross says there is looming deadline that could cause the u.
china just, is investing billions of dollars in high-speed rail. what are we doing here in this country? we should be rebuilding america. have more taxpayers and quit putting increased burden on taxpayers. >> then raise the taxes. liz: will we have a deal tonight? >> dennis, raise taxes to pay for it, please. take that position and come out and say raise taxes to pay for it. stop borrowing money to do what you said. liz: representative humans camp will we have a deal? >> no...
228
228
Dec 31, 2012
12/12
by
CNBC
tv
eye 228
favorite 0
quote 1
china is the second-largest economy in the world. and definitely not a fiscal cliff there. but today's activity i thought was amazing when you consider there's still so much left undone and as john just said, everything he said was tax, tax, tax. >> amazing like a head scratcher? >> yeah. i get the fact we had five straight down days and we were oversold. i don't think you get a solution that rallies this market 2% tomorrow, even if it's everything everybody wanted to hear. >> right, the fact of the matter is, they may agree on taxes but taxes across the board pretty much are going higher and there's still the debt limit issue and then the spending cuts issue. >> that's the thing. you nailed it. the debt ceiling conversation is going to be a weapon of force and it's something that's going to be hanging over this market. i heard nothing about entitlements. a house that wasn't even going to vote for boehner's plan b, which was $1 million in terms of the tax increases. i'm a little skeptical and i'm more worried about what happens from here. >> i think tim hit it right on the
china is the second-largest economy in the world. and definitely not a fiscal cliff there. but today's activity i thought was amazing when you consider there's still so much left undone and as john just said, everything he said was tax, tax, tax. >> amazing like a head scratcher? >> yeah. i get the fact we had five straight down days and we were oversold. i don't think you get a solution that rallies this market 2% tomorrow, even if it's everything everybody wanted to hear. >>...
103
103
Dec 24, 2012
12/12
by
FBC
tv
eye 103
favorite 0
quote 0
china and the united states. david: hold on, bob, let me define what you mean about clean energy, a lot of people from nrc did do not include natural gas with clean energy, but do you? >> well, what i'm talking about is wind, solar and other sources, but the key-- >> what about natural gas bob? >> the key to it, david, how we get it. it has to be gotten in a responsible way. we can't continue to put our communities, our ranchers, our farmers at risk and we can't continue to kick down the road the transition we need to make for the sake of our economy, for the sake of our national security for the sake of our-- >> we're not kick it go down the road. this isn't a fiscal cliff kick down the road. they're improving techniques all the time. they're not kicking the problem down the road. >> most are. and those that aren't need to be required to do so. we need to improve the public oversight. right now they don't have to comply with our foundational safeguards, david. like the clean water act. safe drinking water. that
china and the united states. david: hold on, bob, let me define what you mean about clean energy, a lot of people from nrc did do not include natural gas with clean energy, but do you? >> well, what i'm talking about is wind, solar and other sources, but the key-- >> what about natural gas bob? >> the key to it, david, how we get it. it has to be gotten in a responsible way. we can't continue to put our communities, our ranchers, our farmers at risk and we can't continue to...
128
128
Dec 5, 2012
12/12
by
WETA
tv
eye 128
favorite 0
quote 0
smartphone in china. shares of nokia jumped 12.8%. volume was very heavy as shares sit at a seven-month high. meantime, banking stocks were in focus thanks to the job cuts announced at citigroup. bank of america joined in the rallyitesh shar closing with a double-digit handle. with b. of a. finishing the session at $10.46, it's the first close over $10 per share since july 2011. also helping the financial sector: insurance companies.sh two of them released their esatim of how much hurricane sandy will cost them. travelers figures the storm wilt cost it $650 million. hartford pegged its storm losses a analysts say the companies can absorb the impact. both stocks were higher. travelers rallied 4.9%, closing less than one dollar away from a new 52-week high. hartford added 2.9%. drug giant pfizer had encouraging news on an experimental breast cancer drug. with up to $6 billion in potential global sales, the stock rallied. shares jumped 1.9% on heavier than usual volume. while the breast cancer drug tests wer
smartphone in china. shares of nokia jumped 12.8%. volume was very heavy as shares sit at a seven-month high. meantime, banking stocks were in focus thanks to the job cuts announced at citigroup. bank of america joined in the rallyitesh shar closing with a double-digit handle. with b. of a. finishing the session at $10.46, it's the first close over $10 per share since july 2011. also helping the financial sector: insurance companies.sh two of them released their esatim of how much hurricane...
420
420
Dec 14, 2012
12/12
by
MSNBCW
tv
eye 420
favorite 0
quote 0
help, we need china's cooperation. and perhaps the only way that we can get china to cooperate that china understands that the north korean threat escalates a military presence in the region and that's something that china desperately doesn't want to see. but we have to make it clear that as north korea continues to capos a risk to us and a greater risk to us with missiles that could possiblily hit our shores. and that puts significant pressure on china in terms of its fuel supplies to north korea and other leverage that they can act in a way they really need to and they can act responsibly. >> congressman adam shift, always great to have you on the program. >>> the states must decide if they can create their own insurance marketplaces as part of the federal health care reform law. at least 20 states have already said they have opting out. it is a way for consumers to put private health insurance plans online. [ male announcer ] at scottrade, you won't just find us online, you'll also find us in person, with dedicated
help, we need china's cooperation. and perhaps the only way that we can get china to cooperate that china understands that the north korean threat escalates a military presence in the region and that's something that china desperately doesn't want to see. but we have to make it clear that as north korea continues to capos a risk to us and a greater risk to us with missiles that could possiblily hit our shores. and that puts significant pressure on china in terms of its fuel supplies to north...
323
323
Dec 26, 2012
12/12
by
CNBC
tv
eye 323
favorite 0
quote 0
it's very good for china. but of course, the fiscal cliff will have a huge impact on where emerging markets and the rest of the world goes this year. i think if you really want to play it smart, you look at consumer-facing businesses, health care technology, emerging markets. you can't lose. >> well, ron, that's what i was going to ask you. you brought up india and the rising consumer is such a big piece of the growth story there. can you drill down for me more on how we can tap into that and capitalize on it? >> absolutely. so here's the issue with the consumer. obviously the consumer story is the biggest thing for the emerging markets. that's the story for the next decade at least. the issue is that a lot of the adrs that we can trade don't really touch the consumer as much as we'd like. there are a few. on the technology side, we like a number of stocks, like we like china mobile. that's chl. that gives you the emerging consumer, that's really moving into mobile. we like qihu. that's a stock that really get
it's very good for china. but of course, the fiscal cliff will have a huge impact on where emerging markets and the rest of the world goes this year. i think if you really want to play it smart, you look at consumer-facing businesses, health care technology, emerging markets. you can't lose. >> well, ron, that's what i was going to ask you. you brought up india and the rising consumer is such a big piece of the growth story there. can you drill down for me more on how we can tap into that...
99
99
Dec 7, 2012
12/12
by
CNBC
tv
eye 99
favorite 0
quote 0
we're better than china. meanwhile our energy costs are plummeting courtesy of the cleaner, cheaper fuel, natural gas. so cheap here it can be liquefied in the united states and sold overseas at much lower prices. potential exporter dominion later tonight. that business unimpeded by washington could be brimming with jobs. a lot of projects on hold, though, fiscal cliff. yep, the obstacle is washington, all because of the need to sock it to the 2%, not the 1.5% and the over $400,000 crowd, the 1%, or the need to fulfill the anti-tax pledge of allegiance many of our congressmen made to my college chum grover norquist. i thought bill gates and chief justice roberts were powerful. he makes the other guys look like crash dummies. we're on the cusp of an economic boom in this country. but we have politicians that would rather create a recession, a mandated economic collapse, let's create a bear market versus rising above. and guess what? these enemies of wealth and job creation may get their way and win. yes, to bo
we're better than china. meanwhile our energy costs are plummeting courtesy of the cleaner, cheaper fuel, natural gas. so cheap here it can be liquefied in the united states and sold overseas at much lower prices. potential exporter dominion later tonight. that business unimpeded by washington could be brimming with jobs. a lot of projects on hold, though, fiscal cliff. yep, the obstacle is washington, all because of the need to sock it to the 2%, not the 1.5% and the over $400,000 crowd, the...
347
347
Dec 14, 2012
12/12
by
MSNBCW
tv
eye 347
favorite 0
quote 0
police with guns in every corner. [ male announcer ] how can power consumption in china, impact wool exports from new zealand, textile production in spain, and the use of medical technology in the u.s.? at t. rowe price, we understand the connections of a complex, global economy. it's just one reason over 75% of our mutual funds beat their 10-year lipper average. t. rowe price. invest with confidence. request a prospectus or summary prospectus with investment information, risks, fees and expenses to read and consider carefully before investing. ♪ don't know what i'd do ♪ i'd have nothing to prove ♪ i'd have nothing to lose [ male announcer ] zales is the diamond store. take up to an extra 15 percent off storewide, now through sunday. take up to an extra 15 percent off storewide, progressive direct and other car insurance companies? yes. but you're progressive, and they're them. yes. but they're here. yes. are you...? there? yes. no. are you them? i'm me. but those rates are for... them. so them are here. yes! you want to run through it again? no, i'm good. you got it? yes. rate
police with guns in every corner. [ male announcer ] how can power consumption in china, impact wool exports from new zealand, textile production in spain, and the use of medical technology in the u.s.? at t. rowe price, we understand the connections of a complex, global economy. it's just one reason over 75% of our mutual funds beat their 10-year lipper average. t. rowe price. invest with confidence. request a prospectus or summary prospectus with investment information, risks, fees and...
121
121
Dec 15, 2012
12/12
by
KRCB
tv
eye 121
favorite 0
quote 0
and this is not just me forecasting this, opec is worried about it, he stated it, so has the iea if china continues to slow down and they likely will because europe their biggest customer goes into a full-blown recession if not worse, that is going to spell trouble for the global economy, people won't be needing energy and just like we saw in 2008 with the financial crisis, oil gets hit, the prices get hit in that environment, like you said, though, it i a coter cyclical so it is stimulative to the economy, more money in consumers products hopefully to buy and sustain the economy. >> complicated equation there, john, thanks a lot for coming and explaining all of this, have a great weekend. >> >> still hot on this friday night, u.s. manufacturing staying afloat, the luxury boat business made right here in the usa. >> it is called pay as you earn, it is a new obama administration program to pay off student loans, the starting date to sign up is next friday. but it looks like the plan favors graduate students who get bigger paychecks than low earning workers. >> in the state of >> reporter:
and this is not just me forecasting this, opec is worried about it, he stated it, so has the iea if china continues to slow down and they likely will because europe their biggest customer goes into a full-blown recession if not worse, that is going to spell trouble for the global economy, people won't be needing energy and just like we saw in 2008 with the financial crisis, oil gets hit, the prices get hit in that environment, like you said, though, it i a coter cyclical so it is stimulative to...
197
197
Dec 14, 2012
12/12
by
CNBC
tv
eye 197
favorite 0
quote 0
people are concerned about the inventory building in china putting a lid on the stock. now, i am looking for a lid to be blown off by a turn in china eventual l. maybe not this quarter. while the u.s., i think, is strong because of foot locker, but some analyst came out today and said u.s. is even weak. remember, nike trades on futures orders, not on earnings. so if you're dumb enough to want to trade in after hours, be aware, you might be trading on the wrong number. friday. these are big brand names. what a big week next week. friday we get results from walgreen's. i feel badly for wag. we just heard from cvs yesterday which boosted its numbers. that's a tough comparison to go against. i don't know how walgreen's can keep up. i will say this, though, the drug stores have been in secular share take mode from other stores, which is one reason why cvs was able to deliver such a strong number p. and i think walgreen's will show better numbers now that it's put its express scripts tiff behind it. moving over to cvs. that was really he helpful for c slchlt s. the gigantic p
people are concerned about the inventory building in china putting a lid on the stock. now, i am looking for a lid to be blown off by a turn in china eventual l. maybe not this quarter. while the u.s., i think, is strong because of foot locker, but some analyst came out today and said u.s. is even weak. remember, nike trades on futures orders, not on earnings. so if you're dumb enough to want to trade in after hours, be aware, you might be trading on the wrong number. friday. these are big...
195
195
Dec 17, 2012
12/12
by
CNBC
tv
eye 195
favorite 0
quote 0
a year ago all the wise guys were telling us to avoid china because it was a house of cards. the course only grew more uniform with the chinese market falling to multiyear lows. but in the last few weeks, china's economy bottomed during the summer as they were focused way too much on beating inflation. now it's become the best performer in the world, and i don't think you've missed the move which is why my trust has been buying an etf that mimics china. finally there's apple. we've become addicted to apple. we are deeply focused on its decline which continued in the a.m. today, taking out $500 right before the opening, while it rallied with the rest of the market into the bell. i'm sure some people feel it's now washed out. i for one welcome the shakeout. apple had become the only stock that people talked about, a sure sign it was overheated. the summer soldiers, the sunshine patriots, they're now headed for the hills. aided by analysts who can't take the pain and are anxious to distance themselves from a stock that they perceive to be a loser so they cut the price targets an
a year ago all the wise guys were telling us to avoid china because it was a house of cards. the course only grew more uniform with the chinese market falling to multiyear lows. but in the last few weeks, china's economy bottomed during the summer as they were focused way too much on beating inflation. now it's become the best performer in the world, and i don't think you've missed the move which is why my trust has been buying an etf that mimics china. finally there's apple. we've become...
291
291
Dec 6, 2012
12/12
by
CNBC
tv
eye 291
favorite 0
quote 0
of big caterpillar equipment and talk about what's going on in china and i hope we get back to that. you're right that's all we're talking about instead of talking about caterpillar and what you do well as a great company. >> thank you. again, every time i come to the floor it's the hub of our greatness in this country of business. it's why we're here. it's really fun and exciting and let answer get into '13 and get into real things. i'm with you, joe. >> i know, but this deal has to play in peoria. >> it will play. >> compared to what you got in illinois now anything looks good. thanks. >> okay. >>> the executive chef tpz at jpmorgan the bank naming two chief officers to oversee things like anti-moneying. kayla tausche joins us. >> the person to watch everyone watching is looking at jez staly, he was chairman as of july largely viewed as a swank song role that rivals have taken note of. there were discussions over the ceo at legg mason, the baltimore asset manager. the talks fell apart and staly was the top of the short list for the board and recruiters after being serious talks for
of big caterpillar equipment and talk about what's going on in china and i hope we get back to that. you're right that's all we're talking about instead of talking about caterpillar and what you do well as a great company. >> thank you. again, every time i come to the floor it's the hub of our greatness in this country of business. it's why we're here. it's really fun and exciting and let answer get into '13 and get into real things. i'm with you, joe. >> i know, but this deal has...
152
152
Dec 3, 2012
12/12
by
CNBC
tv
eye 152
favorite 0
quote 0
china. not bad. 50.6. that's the highest in seven months. although shanghai again trades lower even europe's pmi improves a touch in november. first up, we're one month away from the fiscal cliff and so far the white house and congressional republicans are still in disagreement over how to reduce the deficit and avoid a raft of tax hikes and spending cuts. yesterday our own jim cramer and maria bartiromo were on "meet the press" and cramer had a message for fellow panelists and father of the anti-tax pledge, grover norquist. >> most ceos are republican. they're on board. they're not on board with you. they're not on board with you because they fear your view. they think you do not favor going -- you favor going over the cliff. that's what they think. they think that you favor -- >> just for the record since we're on tv. that's silly if they think that they shouldn't be ceos. >> it doesn't really matter. that's what they think. >> i want you to walk me up to that moment. >> behind the record.
china. not bad. 50.6. that's the highest in seven months. although shanghai again trades lower even europe's pmi improves a touch in november. first up, we're one month away from the fiscal cliff and so far the white house and congressional republicans are still in disagreement over how to reduce the deficit and avoid a raft of tax hikes and spending cuts. yesterday our own jim cramer and maria bartiromo were on "meet the press" and cramer had a message for fellow panelists and father...
460
460
Dec 1, 2012
12/12
by
CNBC
tv
eye 460
favorite 0
quote 0
of the china's sales. we should think of yum as a chinese dog with an american tail. does this mean that china which has been showing signs of life is back sliding and all the big expansionist data we've been getting is a false tale? i'm putting it on the line for you tonight. absolutely not. too many good things happening in china. bank reserve injections have really stimulated industrial growth. i think china is going like this. as far as american companies linked with china, it's been a real mixed picture lately. nike has had a very nice run in the united states. but china's been a big disappointment, including concerns over too much inventory. coach is expanding rather rapidly in china. the latest weakness came from the united states, not china. starbucks. i think china is a growth story there frankly. the high quality problem of lines that are too long. i think we'll hear amazing things about china when howard schultz has his analyst conference in new york on december 5th. it will be a great con fab.
of the china's sales. we should think of yum as a chinese dog with an american tail. does this mean that china which has been showing signs of life is back sliding and all the big expansionist data we've been getting is a false tale? i'm putting it on the line for you tonight. absolutely not. too many good things happening in china. bank reserve injections have really stimulated industrial growth. i think china is going like this. as far as american companies linked with china, it's been a real...
165
165
Dec 1, 2012
12/12
by
CNBC
tv
eye 165
favorite 0
quote 0
nonfu springs in china. they go to a spring, bottle up water, put it in trucks to deliver to their constituents. that process was five hours. now with hana we have the transportation plan figured out. not from five hours, in 2 1/2 minutes. what does that mean? 30% lower transportation costs. 15% lower total costs for their company. 4% margin improvement across the enterprise. the winning strategy. >> yes, it is. but now i want to one up that. tell me what you've done for eric rubin and the nfl. i'm very tired. we have a commissioner here for fantasy football. sometimes i want to wring his neck. he says i can't get the download of the waiver wire for multiple hours. this is a rival website. what have you done for nfl.com? >> eric and roger goodell, these are great leaders. they know what to do for their fans. they want to improve the fan experience. >> they pick up the phone and they call you? i know you call everybody. >> they call me. exactly. or i'll call them. as long as we talk we can solve problems. now
nonfu springs in china. they go to a spring, bottle up water, put it in trucks to deliver to their constituents. that process was five hours. now with hana we have the transportation plan figured out. not from five hours, in 2 1/2 minutes. what does that mean? 30% lower transportation costs. 15% lower total costs for their company. 4% margin improvement across the enterprise. the winning strategy. >> yes, it is. but now i want to one up that. tell me what you've done for eric rubin and...
245
245
Dec 24, 2012
12/12
by
CNBC
tv
eye 245
favorite 0
quote 0
people talk about china, middle east. i tell you, latin-america positive for us. we will continue to expand into that part of the world. and we talk about return on investment capital, it has been good for us. >> you look at a place like brazil, similar mentality as america as their sentiment is skyrocketing. >> true and there are great airlines. when you look at the largest airline, copa in panama, these are some really solid airlines. there are good things happening in latin-america. >> talk to us about pricing. survey from price line.com show air fairs are 4% higher this december compared to december 2011. is that true at jetblue? this s this a function of less capacity or are more people flying. >> i would share with price line that the inflation adjuster is down 14%. air fares are still a good bargain. we won't talk about forward pricing into 2013. when you talk capacity, gdp, cost cost of oil, everything goes into what drives pricing but i think price line is looking at the last year. let's look to 2000. airlines are still a good bargain. >> as a business ex
people talk about china, middle east. i tell you, latin-america positive for us. we will continue to expand into that part of the world. and we talk about return on investment capital, it has been good for us. >> you look at a place like brazil, similar mentality as america as their sentiment is skyrocketing. >> true and there are great airlines. when you look at the largest airline, copa in panama, these are some really solid airlines. there are good things happening in...
293
293
Dec 6, 2012
12/12
by
CNBC
tv
eye 293
favorite 0
quote 0
the next 50 years we are adding 3 billion new consumers, china, india, brazil. let's add i understondonesia to. 3 billion consumers growing in the consumption trends. the growth that will come in front of us in the next 50 years have nothing to do with what has been achieved in the last 50 years. the only difference is that it will be done in those new markets, one, and the specificity of those markets, young people, loving brands, loving sports and becoming rich much sooner compared with what we've been enjoying in other markets. that means attractiveness towards luxury brands starts much sooner in those new markets. >> my thanks to the ceo of ppr. >>> tomorrow morning's key jobs report could move your money even before the opening bell rings. we have our panel of wall street's top market pros giving you a leg up on the ore side of this break. stay with us. we're back in a moment on "the closing bell." americans are always ready to work hard for a better future. since ameriprise financial was founded back in 1894, they've been committed to putting clients first
the next 50 years we are adding 3 billion new consumers, china, india, brazil. let's add i understondonesia to. 3 billion consumers growing in the consumption trends. the growth that will come in front of us in the next 50 years have nothing to do with what has been achieved in the last 50 years. the only difference is that it will be done in those new markets, one, and the specificity of those markets, young people, loving brands, loving sports and becoming rich much sooner compared with what...
181
181
Dec 5, 2012
12/12
by
CNBC
tv
eye 181
favorite 0
quote 0
market relative to china. now roughly 60% of mexico's gross domestic product is in kansas city southern rail, and kansas city southern's mexico business grew auto volumes in an astounding 31% clip in the last quarter. who's got that kind of industrial growth? and the company expects growth to continue in that solid double digit range. what's more, kansas city southern currently serves nine auto plants in mexico, but nissan, honda, mazda and audie will be opening plants. crazy, huh? bmw. over the time frame, mexican auto production is expected to surge from 2.5 million vehicles a year to 3.5 million. i think that's low versus what will ultimately be. and kansas city southern think they will have 60% auto shares. kansas city southern should benefit from the auto rebuild that's needed in the wake of hurricane sandy. can't get this stuff to america fast enough. united states fast enough. thanks to the strength of the economy, the increasing volumes with declining costs. the gross margins are expanding, how much do
market relative to china. now roughly 60% of mexico's gross domestic product is in kansas city southern rail, and kansas city southern's mexico business grew auto volumes in an astounding 31% clip in the last quarter. who's got that kind of industrial growth? and the company expects growth to continue in that solid double digit range. what's more, kansas city southern currently serves nine auto plants in mexico, but nissan, honda, mazda and audie will be opening plants. crazy, huh? bmw. over...
72
72
Dec 6, 2012
12/12
by
CNBC
tv
eye 72
favorite 0
quote 0
china. i respect samsung but apple still has cache. >> i think the bottom line from the stock perspective and getting away from the company a little bit -- because we all know all of the size of it and how much cash and all of that. just looking at the stock itself, this thing is up 8,000% the last ten years. don't think that anyone should be looking at it as having that opportunity or anything even remotely close to that going forward. so when tony says the story's changing, it is changing, but changing doesn't necessarily mean it's going somewhere negati negative. it's just going to be a different type of opportunity. >> well said as always, josh. but you also probably made the case for the capital gains sale excuse that a lot of people have been throwing out there. >> it's up 40% this year versus an s&p that's up closer to 10%. don't be shocked. everyone owns it. >> tony is right, ecosystem is worth a great deal of money. if you split up the iphone, i-mac, the iphone, it wouldn't be the s
china. i respect samsung but apple still has cache. >> i think the bottom line from the stock perspective and getting away from the company a little bit -- because we all know all of the size of it and how much cash and all of that. just looking at the stock itself, this thing is up 8,000% the last ten years. don't think that anyone should be looking at it as having that opportunity or anything even remotely close to that going forward. so when tony says the story's changing, it is...
228
228
Dec 15, 2012
12/12
by
CURRENT
tv
eye 228
favorite 0
quote 0
i was in china not long ago i sat with the head of the company that's the biggest solar company in china. 25% of chinese get their domestic hot water off their roof when they take a shower, 250 million chinese, it's coming from the roof compared to one percent of americans. not because we don't know how to do this. wang ming showed me in his museum. one of his prized possessions an old solar panel that jimmy carter put up in 1979. ronald reagan took them down for manlier forms of energy. that's a perfect demonstration that it's not engineering that we lack but political will. >> thank you for your leadership and example and hopefully all of us will heed that example. >> thank you gavin very much. >> as bill said the earth is loaded with plenty of good energy. we just need to change our behaviors. philanthropist wendy schmidt is trying to help us identify exactly what that means. plan
i was in china not long ago i sat with the head of the company that's the biggest solar company in china. 25% of chinese get their domestic hot water off their roof when they take a shower, 250 million chinese, it's coming from the roof compared to one percent of americans. not because we don't know how to do this. wang ming showed me in his museum. one of his prized possessions an old solar panel that jimmy carter put up in 1979. ronald reagan took them down for manlier forms of energy. that's...
170
170
Dec 20, 2012
12/12
by
CNBC
tv
eye 170
favorite 0
quote 0
where is that coming from because i see china coming back a little, maybe europe's done going down, we seem to be a little bit stalled. somebody's building something around this world. >> i think it's a matter of jabil being very competitive in the markets we serve and having sufficient diversification so that if one part of our business, for instance networking on telecommunications may be going through a lull or slower period with government spending and bess spending, capital spending down, we have some other parts of our business that are doing extremely well. you mentioned some of the mechanics business we're involved in which we call our consumer technology business. that has nothing to do with electronics so we don't have to sell any electronic hardware for those businesses to perform well. parts of our business are a reflection of the economy and other parts of our business are growing very robustly. so i'm very hopeful for the balance of the year and, you know, i think the company is diversified enough to take advantage of whatever opportunities are out there. >> okay. i am so
where is that coming from because i see china coming back a little, maybe europe's done going down, we seem to be a little bit stalled. somebody's building something around this world. >> i think it's a matter of jabil being very competitive in the markets we serve and having sufficient diversification so that if one part of our business, for instance networking on telecommunications may be going through a lull or slower period with government spending and bess spending, capital spending...
59
59
Dec 26, 2012
12/12
by
CNBC
tv
eye 59
favorite 0
quote 0
up next, really fast trains in china. we've decided to great year in the gulf, put aside our rivalry. 'cause all our states are great. and now is when the gulf gets even better. the beaches and waters couldn't be more beautiful. take a boat ride or just lay in the sun. enjoy the wildlife and natural beauty. and don't forget our amazing seafood. so come to the gulf, you'll have a great time. especially in alabama. you mean mississippi. that's florida. say louisiana or there's no dessert. brought to you by bp and all of us who call the gulf home. mine was earned off vietnam in 1968. over the south pacific in 1943. i got mine in iraq, 2003. usaa auto insurance is often handed down from generation to generation. because it offers a superior level of protection, and because usaa's commitment to serve the military, veterans and their families is without equal. begin your legacy, get an auto insurance quote. usaa. we know what it means to serve.
up next, really fast trains in china. we've decided to great year in the gulf, put aside our rivalry. 'cause all our states are great. and now is when the gulf gets even better. the beaches and waters couldn't be more beautiful. take a boat ride or just lay in the sun. enjoy the wildlife and natural beauty. and don't forget our amazing seafood. so come to the gulf, you'll have a great time. especially in alabama. you mean mississippi. that's florida. say louisiana or there's no dessert. brought...